Semper Augustus

Superinvestor

Semper Augustus Investments Group LLC

SEC CIK: 0001115373
Manager: Christopher Bloomstran
Style: Value
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

VLO holding history

Valero Energy Corp in every 13F filed by Semper Augustus, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overview All 13F holders of VLO Full Q2 2026 holdings

Shares (Q2 2026): 37,893
Value: $9.87M
% of portfolio: 1.1%
Quarters held: 22; Since Q1 2021

Holdings of VLO by Semper Augustus, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	37,893	$9.87M	1.1%	−6,163−14.0%	Reduced	Holders
Q1 2026	44,056	$10.9M	1.3%	−154,602−77.8%	Reduced	Holders
Q4 2025	198,658	$32.3M	3.7%	−869−0.4%	Reduced	Holders
Q3 2025	199,527	$34.0M	4.2%	+820+0.4%	Added	Holders
Q2 2025	198,707	$26.7M	3.8%	+8,213+4.3%	Added	Holders
Q1 2025	190,494	$25.2M	4.1%	+1,475+0.8%	Added	Holders
Q4 2024	189,019	$23.2M	4.1%	+71,973+61.5%	Added	Holders
Q3 2024	117,046	$15.8M	2.7%	+79,427+211.1%	Added	Holders
Q2 2024	37,619	$5.90M	1.1%	−2,447−6.1%	Reduced	Holders
Q1 2024	40,066	$6.84M	1.3%	+1,584+4.1%	Added	Holders
Q4 2023	38,482	$5.00M	1.0%	+2,975+8.4%	Added	Holders
Q3 2023	35,507	$5.03M	1.2%	−62,386−63.7%	Reduced	Holders
Q2 2023	97,893	$11.5M	2.7%	−120−0.1%	Reduced	Holders
Q1 2023	98,013	$13.7M	3.5%	−22,720−18.8%	Reduced	Holders
Q4 2022	120,733	$15.3M	4.2%	−1,028−0.8%	Reduced	Holders
Q3 2022	121,761	$13.0M	3.9%	+2,869+2.4%	Added	Holders
Q2 2022	118,892	$12.6M	3.7%	−187−0.2%	Reduced	Holders
Q1 2022	119,079	$12.1M	3.1%	+403+0.3%	Added	Holders
Q4 2021	118,676	$8.91M	2.8%	+1,686+1.4%	Added	Holders
Q3 2021	116,990	$8.26M	2.7%	+9,319+8.7%	Added	Holders
Q2 2021	107,671	$8.41M	2.8%	+167+0.2%	Added	Holders
Q1 2021	107,504	$7.70M	2.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.